START SMART (COLLEGE PLANNING)

WHAT IS START SMART?

Saving for your child’s financial future is often something you plan to start doing but don’t know where to start. Our Start Smart Plan offers you advantages over traditional college savings which can often suffer from market volatility, are restrictive in use, and can negatively affect financial aid. With as little as $100 per month you can start building towards a brighter financial future for your child today!

Saving for your child’s financial future is often something you plan to start doing but don’t know where to start. Our Start Smart Plan offers you advantages over traditional college savings which can often suffer from market volatility, are restrictive in use, and can negatively affect financial aid. With as little as $100 per month you can start building towards a brighter financial future for your child today!

296%

INCREASE IN COLLEGE TUITION IN THE LAST 20 YEARS

$1.3T

$1.3 TRILLION DOLLARS IN STUDENT DEBT

84%

COLLEGE GRADUATES WILL EARN 84% MORE THAN HIGH SCHOOL GRADUATES IN THEIR CAREERS

THE BENEFITS ARE SIMPLE

PLANS CAN BE DESIGNED BASED ON YOUR BUDGET

FUNDS CAN BE USED AT YOUR DISCRETION TAX FREE : COLLEGE TUITION, PURCHASE REAL ESTATE, WEDDING

START SMART FUNDS DO NOT AFFECT FINANCIAL AID QUALIFICATION

MEET KRISTEN, AGE 39 - ORANGE, CA

MEET KRISTEN, AGE 39

I am a mother of 4 kids ages 3, 10, 14, 16. I’ve had some savings put aside for their college tuition but I always knew I needed something that would help the money grow faster. I had some financial advisors recommend a 529 but I did not like that it was for college only. I wanted a plan that would help my kids in different stages of their lives like buying a home or funding a business. The Start Smart Plan was exactly what I was looking for. I’m getting a promotion soon and am planning to put even more into my kids’ Start Smarts.